A New Chapter for Wellesley
We’re proud to announce our partnership with Söderberg & Partners, one of Europe’s leading financial services groups.
For over 30 years, Wellesley has helped individuals and families across the South East build, protect and enjoy their wealth through trusted, personal advice. Today, we’re entering an exciting new chapter that strengthens our ability to deliver for clients, both now and into the future.
By joining the Söderberg & Partners network, we combine the personal relationships and tailored advice that define Wellesley, with the investment expertise, scale and innovation of an international organisation overseeing more than £100 billion in assets under advice.
What this means for our clients
This partnership enhances what you already value most.
Wellesley will remain your dedicated financial adviser, responsible for your personal financial planning and advice. Söderberg & Partners will provide the investment platform, research, technology and operational support that sit behind that advice.
You can expect deeper investment insight, enhanced research capabilities, and improved technology and resources supporting your adviser. This means more time focused on what matters most: your goals, your family and your future.
While our investment partner has changed, our values remain the same. The people you know and trust are still here, providing the same personal service and long-term guidance that have always been at the heart of Wellesley.
Together, we’re building on Wellesley’s strong foundations and creating even greater opportunities for our clients in the years ahead.
About Söderberg & Partners
Founded in Sweden in 2004 by a team of nine analysts, Söderberg & Partners has grown into one of Europe’s most respected financial services groups and entered the UK market in 2024. Today, the organisation employs more than 5,500 people across eight countries and oversees approximately £100 billion in assets under advice.
The group is recognised for its commitment to transparency, innovation and client outcomes. Through significant investment in technology and research, Söderberg & Partners enables its wealth management partners to spend more time focused on clients and less time on administration, ensuring advice remains personal, proactive and tailored to individual needs.
For thirteen consecutive years, the group has achieved the highest customer satisfaction rankings in its home market, reflecting a culture built on openness, quality and long-term relationships. We are proud that Wellesley is now part of that network.
What this means for our clients
This partnership enhances what you already value most.
Wellesley will remain your dedicated financial adviser, responsible for your personal financial planning and advice. Söderberg & Partners will provide the investment platform, research, technology and operational support that sit behind that advice.
You can expect deeper investment insight, enhanced research capabilities, and improved technology and resources supporting your adviser. This means more time focused on what matters most: your goals, your family and your future.
While our investment partner is has changed, our values remain the same. The people you know and trust are still here, providing the same personal service and long-term guidance that have always been at the heart of Wellesley.
Together, we’re building on Wellesley’s strong foundations and creating even greater opportunities for our clients in the years ahead.
Wellesley Client Charter
At Wellesley we will:
• Fully understand our clients’ financial circumstances
• Identify our clients’ goals and objectives
• Liaise with other professionals and experts as needed
• Formulate advice and make recommendations
• Provide a full explanation of all our costs, charges and advice fees
• Communicate with our clients and provide an ongoing service as agreed by them.
2022
We grew a lot in our first 25 years, and in 2022 we took these strong foundations and launched a fresh brand identity – including a handcrafted logo and new strapline to represent our tailored approach to financial advice.
We’re extremely proud of our branding, and are delighted for you to join us on the next step in our journey.
Financial advice, built around you.
Wellesley Client Charter
At Wellesley we will:
• Fully understand our clients’ financial circumstances
• Identify our clients’ goals and objectives
• Liaise with other professionals and experts as needed
• Formulate advice and make recommendations
• Provide a full explanation of all our costs, charges and advice fees
• Communicate with our clients and provide an ongoing service as agreed by them.
2022
We grew a lot in our first 25 years, and in 2022 we took these strong foundations and launched a fresh brand identity – including a handcrafted logo and new strapline to represent our tailored approach to financial advice.
We’re extremely proud of our new branding, and are delighted for you to join us on the next step in our journey.
Financial advice, built around you.
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